PDC assigns a release level to each entity it processes. The PDC determines the release level is based on the number of exceptions for specific fields in an entities policy. Fields are assigned It assigns a release level and an optional validation to fields.
If all fields of a certain release level pass validation, the system releases the fund to the next level. Determining a release level is a hierarchy and is based on the minimum level achieved. Portfolio Data Center tracks and maintains release levels as a code and code values.
| Code Category | PDC_REL_LEVELS |
| Code Category Description | Portfolio Data Center Release Levels |
Code and Code Values tab displaying
Portfolio Data Center is prepopulated with a four-level hierarchy (level 0-level 3). To modify descriptions and add or remove levels, edit the list of code values.
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- Double-click the code set to open the launch the Edit Code/Code Value dialog box.
- To add a level, click the ellipsis in the lower left corner of the grid to enable line item editing
Click the cell area for the column you are editing (no need to enter an update user or time).
Source Eagle PACE Name (Code Short Description) Next numeric value Description (Code Long Description) Name of release level
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Display Options
The summary window enables you to which funds are fully (vs partially) released. Each release level has a corresponding color-coded symbol, as shown in the following figure.
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Because you can customize the number of levels of in a release-level hierarchy, you also can customize the level at which the display shows as green. You control this option with a system setting. The default is to show entities with release level 3 as green. To change it, select Portfolio Data Center > Settings > System Settings > setting 1019.
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Best Practice
To ensure setting 1019 is set to the number associated with the highest release level number in your hierarchy.